We help set and implement customer centric performance strategies stage by stage. Central to our services are the business benefits. Your results come from our clear identification of value to help the project fund itself. Our guiding principle is that our engagements earn their keep. The outcomes include front line behaviors that support the brand, enhanced customer experience, and revenue generation and margin lift.
Our clients are well-known and well managed organizations, and include:
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Retail and corporate banking
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Health and life sciences
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Life and property & casualty insurance
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Stock exchanges
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Hospitality companies
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Technology companies
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Precision and consumer manufacturing
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Government and not-for-profit sectors
Examples of Services Provided
Customer relationship strategies, brand effectiveness, business requirements, and value management
- Developed an event trigger strategy, business case, business requirements and performance metrics for a large retail bank
- Prepared a CRM strategy and action plan for an insurance company seeking actionable information about its client relationships
- Created conceptual designs and implementation plans for several client relationship solutions in banking, trading and managed health care
- Advised on a business plan and implementation needs for a technology company to target banking electronic commerce
- Created and led a successful financial services industrymarketing strategy for a leading high technology company
- Researched customer needs for a financial institution and developed a marketing plan that launched several new products
- Advised two companies on merging their businesses and prepared a business plan for the merged entity
- Developed an innovative business impact model to help deliver business value in bank one-to-one marketing
- Specified ROI criteria and justification for best-in-class customer value measurement and helped with successful implementation
- Developed numerous business justifications
- Built business architectures for business intelligence
Performance improvement, metrics, and organizational development
- Provided career planning to staff with executive potential in a financial institution
- Developed a performance structure and plan for culture change for a professional firm
- Helped a major technology company develop and execute a bid strategy on a major contract
- Designed and implemented knowledge management, teamwork plans, and shared learning
- Developed a marketing plan that incorporated staff input to address real customer needs and engage staff
Business process improvement, risk management
- Re-engineered the business processes of an outsourcer to the banking industry
- Designed a foreign exchange trading system including a facility for major clients to transact in the currency of choice
- Managed a profitable $30 millioncorporate investment portfolio to maximize return on surplus funds
- Implemented several acquisitions in a variety of industries, as well as disposals of units which did not fit the corporate strategy
- Assisted in a technology business start up, advising on structure, financing arrangements and organization
- Reorganized a financial department, and implemented a computerized management and financial information system
- Advised on investment and borrowing strategy including asset/liability, interest rate exposure and foreign exchange management
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